Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to break down the most important themes in AI as well as important players in the space. Crane delves into the recent developments in generative AI, identifies key terminology from “inference” to “agentic AI”, and considers practical uses of AI to contextualize the business opportunity. Crane provides a framework for investors to understand the general landscape and the potential technological capabilities and evaluate the investment opportunities.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Jigar Shah, entrepreneur and pioneer in the clean energy space as well as former Director of the Loan Programs Office at the DOE joins CG Senior Analyst of sustainability research George Gianarikas to discuss all things future of energy. Shah walks us through his background in merging the private and public sectors to support clean energy deployment and decarbonization solutions through his work at SunEdison, Generate Capital and the DOE. The two also discuss the future electric grid, the outlook for nuclear energy and policy (including the Inflation Reduction Act), and the impact of geopolitics on electrification.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast during the early innings of Q1 2025 earnings season to discuss early takeaways from company commentary as well as notable data or trends to help listeners better understand the current environment. The conversation touches upon important topics such as tariffs, consumer sentiment, and lower-income consumer behavior compared to higher-income consumer behavior. Although few companies have reported so far, Susan and Brian break down patterns that are emerging and provide a framework for anticipating what is to come.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Following the CG Digital Assets Symposium, CG Senior Analyst Joseph Vafi, CFA joins Director of Research and Investment Strategy Michael Graham to discuss the evolving landscape for digital assets as broader participation expands across institutions and retail investors. Vafi breaks down the key themes from the symposium that featured ~16 fireside chats such as regulation, software, and stablecoins. The conversation touches upon recent industry catalysts and how security software, the new administration, and new legislation could open up digital asset adoption in larger institutions, as well as the recent and encouraging process of bitcoin beginning to decouple from equities.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Aaron Jagdfeld, CEO of Generac, joins CG Senior Sustainability Analyst George Gianarikas to discuss his path from public accounting to his ascension at Generac. He describes how his curiosity to understand the innerworkings of a P&L and his passion for manufacturing inspired his tenure at Generac. Jagdfeld walks listeners through the most meaningful moments of his career, the biggest challenges he faced and events or people who most impacted his mindset. The conversation also touches upon the brand building and customer experience that propelled the company to becoming a household name.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

James Litinsky, Founder, Chairman, and CEO of MP Materials joins CG Senior Sustainability Analyst George Gianarikas to discuss his journey from his JD/MBA, his tenure on Wall Street, to his discovery of Mountain Pass, a rare earth mining and processing site in California. Litinsky walks us through the highlights of his investment career, including how he established JHL Capital Group LLC (an alternative investment management firm), his experience during the ’08 financial crisis, and how a small position in Molycorp lead to ownership of mining rights at Mountain Pass. The conversation also touches upon the importance of reliability, what Litinsky looks for in a good investment, and the competitive landscape for rare earth minerals.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Ahead of Trump’s anticipated reciprocal tariff announcements, termed “Liberation Day,” we invite Owen Tedford, Senior Research Analyst at Beacon Policy Advisors to discuss the evolving landscape of Trump’s trade policy and the goals behind tariffs. Tedford breaks down the recent history of tariffs since Trump’s first term, a framework for how to consider permanent tariffs vs. tariffs as a means for negotiation, and potential outcomes for this Wednesday. He walks us through the policy goals targeted towards China, North America (Canada/Mexico), Europe, and other trading partners, and how that influences tariff policy. The conversation also touches upon potential timelines for trade policy and events that could signal more clarity.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Eric Allison, Chief Product Officer of Joby Aviation joins CG Senior Analyst Austin Moeller (covering eVTOL Aircraft, Urban/Regional Air Mobility and Sustainability) to discuss the company’s plans to transform urban transportation by taking to the air and reducing travel time. Mr. Allison walks us through the long-term vision of the company, their target markets, and how they manage the manufacturing process from the bottom-up. Mr. Allison also explains to listeners the benefits eVTOL technology and how the Joby passenger experience is likely to draw in car ridesharing customers.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action